Back-Office Support for Insurance Agencies in ZIP 94563, Orinda

Trained support teams for COIs, renewals, endorsements, downloads, and billing - inside your AMS, no extra portals.

Start a Pilot Talk to Our Team

Selectsys supports retail agencies in Orinda, CA with full-service back-office teams. We plug into your AMS to handle COIs, endorsements, downloads, and renewals-so your producers can focus on writing business.

Learn how Retail Agency BPO That Actually Works

What We Handle in ZIP 94563

Submission cleanup and document routing
Carrier download management
FNOL, endorsements, and reinstatements
Certificate delivery and renewal tracking
Invoicing, billing, and audit prep
Integrated support for Epic, AMS360, Expert Insured & more

Why Teams Choose Selectsys

  • 100% insurance trained team not general virtual assistants
  • Fast turnaround with most tasks completed within hours
  • Works directly in your AMS with no portals or spreadsheets
  • Scalable support with flat rate pricing not hourly
  • Easy onboarding with first month free and no commitment
  • Built for agents so you can focus on servicing and selling

Retail Insurance Agencies: Outsource Smarter, Not Harder

Client Reviews

They handle the daily grind so I can grow the agency in Orinda.

- P. Banerjee, Owner in Orinda

No more backlog in 94563. Everything just gets done.

- L. Torres, Agency Admin in ZIP 94563

Super helpful during open enrollment and audit season in California.

- W. Zhang, Service Coordinator in California

FAQ's

Yes. One full workflow pilot-free, no contract.
We support retail agents, regional agencies, and startups with full back-office operations.
Yes. We prep renewals and alert you for proactive outreach.

Explore Our Full Suite of Back-Office Solutions

SOC 2 Certified

Looking for broader agency support in Orinda, California? Explore Orinda Agent Support

Let us plug into your system and handle one workflow - free, no commitment.

Start a Free Pilot